Market Value1,431,703,652
Total Holdings444
File Date2024-10-18
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
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SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
ADM / Archer-Daniels-Midland Company
WCN / Waste Connections, Inc.
MMM / 3M Company
MMC / Marsh & McLennan Companies, Inc.
AAPL / Apple Inc.
APO / Apollo Global Management, Inc.
SHW / The Sherwin-Williams Company
SHEL / Shell plc - Depositary Receipt (Common Stock)
COP / ConocoPhillips
TDG / TransDigm Group Incorporated
MDT / Medtronic plc
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
OTIS / Otis Worldwide Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
EIRL / iShares Trust - iShares MSCI Ireland ETF
DHI / D.R. Horton, Inc.
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
NAD / Nuveen Quality Municipal Income Fund
ALLY / Ally Financial Inc.
RFI / Cohen & Steers Total Return Realty Fund, Inc.
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF
DNA / Ginkgo Bioworks Holdings, Inc.
CVS / CVS Health Corporation
BAC.PRL / Bank of America Corporation - Preferred Stock
SIRI / Sirius XM Holdings Inc.
VVR / Invesco Senior Income Trust
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
STLA / Stellantis N.V.
LEN / Lennar Corporation
DNN / Denison Mines Corp.
SBCF / Seacoast Banking Corporation of Florida
TT / Trane Technologies plc
NSC / Norfolk Southern Corporation
BWIN / The Baldwin Insurance Group, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
CP / Canadian Pacific Kansas City Limited
PFLT / PennantPark Floating Rate Capital Ltd.
GSK / GSK plc - Depositary Receipt (Common Stock)
PLMR / Palomar Holdings, Inc.
PAYX / Paychex, Inc.
LILM / Lilium N.V.
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
BITO / ProShares Trust - ProShares Bitcoin ETF
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
CMG / Chipotle Mexican Grill, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
BMY / Bristol-Myers Squibb Company
US74348TAT97 / Prospect Capital Corporation Bond
MCD / McDonald's Corporation
DTE / DTE Energy Company
ITW / Illinois Tool Works Inc.
TSLA / Tesla, Inc.
ORLY / O'Reilly Automotive, Inc.
FEM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets AlphaDEX Fund
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
EOG / EOG Resources, Inc.
SRE / Sempra
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
RSG / Republic Services, Inc.
FANG / Diamondback Energy, Inc.
IAU / iShares Gold Trust
MSFT / Microsoft Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SCCO / Southern Copper Corporation
SSB / SouthState Bank Corporation
SLG / SL Green Realty Corp.
GWW / W.W. Grainger, Inc.
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
PGR / The Progressive Corporation
UBS / UBS Group AG
C / Citigroup Inc. - Corporate Bond/Note
NOC / Northrop Grumman Corporation
ROST / Ross Stores, Inc.
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
PHYS / Sprott Physical Gold Trust
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF
SYY / Sysco Corporation
NKE / NIKE, Inc.
CELH / Celsius Holdings, Inc.
CEG / Constellation Energy Corporation
VTRS / Viatris Inc.
ORI / Old Republic International Corporation
FIX / Comfort Systems USA, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
EDEN / iShares Trust - iShares MSCI Denmark ETF
ACHR / Archer Aviation Inc.
ARKZ / EA Series Trust - ARK 21Shares Active Ethereum Futures Strategy ETF
IR / Ingersoll Rand Inc.
FLEX / Flex Ltd.
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
TTAI / TrimTabs ETF Trust - FCF International Quality ETF
CSQ / Calamos Strategic Total Return Fund
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
WM / Waste Management, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
EWN / iShares, Inc. - iShares MSCI Netherlands ETF
CB / Chubb Limited
JWN / Nordstrom, Inc.
NEE / NextEra Energy, Inc.
ADI / Analog Devices, Inc.
ISRG / Intuitive Surgical, Inc.
TMO / Thermo Fisher Scientific Inc.
V / Visa Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ROK / Rockwell Automation, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IBM / International Business Machines Corporation
PEP / PepsiCo, Inc.
PSX / Phillips 66
PM / Philip Morris International Inc.
PANW / Palo Alto Networks, Inc.
SYK / Stryker Corporation
MDLZ / Mondelez International, Inc.
PLD / Prologis, Inc.
NXPI / NXP Semiconductors N.V.
ALL / The Allstate Corporation
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
OMC / Omnicom Group Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
KMB / Kimberly-Clark Corporation
DHR / Danaher Corporation
GIS / General Mills, Inc.
ANET / Arista Networks Inc
HON / Honeywell International Inc.
EMR / Emerson Electric Co.
UNP / Union Pacific Corporation
SIL / Global X Funds - Global X Silver Miners ETF
WMT / Walmart Inc.
DIS / The Walt Disney Company
SCHW / The Charles Schwab Corporation
CDNS / Cadence Design Systems, Inc.
CVX / Chevron Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
UNH / UnitedHealth Group Incorporated
DUK / Duke Energy Corporation
AXP / American Express Company
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
TIP / iShares Trust - iShares TIPS Bond ETF
PMO / Putnam Municipal Opportunities Trust
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
QCOM / QUALCOMM Incorporated
MO / Altria Group, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VMI / Valmont Industries, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
AVK / Advent Convertible and Income Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
YLD / Principal Exchange-Traded Funds - Principal Active High Yield ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
DBC / Invesco DB Commodity Index Tracking Fund
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
ACN / Accenture plc
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
MPC / Marathon Petroleum Corporation
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
DFS / Discover Financial Services
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
PWRD / TCW ETF Trust - TCW Transform Systems ETF
AMP / Ameriprise Financial, Inc.
MMD / NYLI MacKay DefinedTerm Muni Opportunities Fund
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
EVV / Eaton Vance Limited Duration Income Fund
GBTC / Grayscale Bitcoin Trust (BTC)
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
CMCSA / Comcast Corporation
EYPT / EyePoint Pharmaceuticals, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
RJF / Raymond James Financial, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
CCEP / Coca-Cola Europacific Partners PLC
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
ABFL / Abacus FCF ETF Trust - Abacus FCF Leaders ETF
CASY / Casey's General Stores, Inc.
FICO / Fair Isaac Corporation
RNEM / First Trust Exchange-Traded Fund VI - Emerging Markets Equity Select ETF
IWM / iShares Trust - iShares Russell 2000 ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
PG / The Procter & Gamble Company
ARKK / ARK ETF Trust - ARK Innovation ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
BBH / VanEck ETF Trust - VanEck Biotech ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BRK.A / Berkshire Hathaway Inc.
MA / Mastercard Incorporated
VRTX / Vertex Pharmaceuticals Incorporated
META / Meta Platforms, Inc.
AVGO / Broadcom Inc.
AMD / Advanced Micro Devices, Inc.
CMI / Cummins Inc.
ZTS / Zoetis Inc.
LHX / L3Harris Technologies, Inc.
HSIC / Henry Schein, Inc.
ETN / Eaton Corporation plc
SLB / Schlumberger Limited
C.WSA / Citigroup, Inc.
LRCX / Lam Research Corporation
DAL / Delta Air Lines, Inc.
BAC / Bank of America Corporation
WFC / Wells Fargo & Company
EGP / EastGroup Properties, Inc.
GLD / SPDR Gold Trust
NVDA / NVIDIA Corporation
GOOGL / Alphabet Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
IXC / iShares Trust - iShares Global Energy ETF
MU / Micron Technology, Inc.
BAH / Booz Allen Hamilton Holding Corporation
CSL / Carlisle Companies Incorporated
ICE / Intercontinental Exchange, Inc.
STX / Seagate Technology Holdings plc
LOW / Lowe's Companies, Inc.
CME / CME Group Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
NTRS / Northern Trust Corporation
NFLX / Netflix, Inc.
RTX / RTX Corporation
T / AT&T Inc.
KMI / Kinder Morgan, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
GD / General Dynamics Corporation
FIS / Fidelity National Information Services, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
PCN / PIMCO Corporate & Income Strategy Fund
AEP / American Electric Power Company, Inc.
LYB / LyondellBasell Industries N.V.
CAT / Caterpillar Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
IEV / iShares Trust - iShares Europe ETF
CF / CF Industries Holdings, Inc.
ADBE / Adobe Inc.
ADP / Automatic Data Processing, Inc.
CNA / CNA Financial Corporation
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
INTC / Intel Corporation
GS / The Goldman Sachs Group, Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
AMAT / Applied Materials, Inc.
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
URA / Global X Funds - Global X Uranium ETF
CPNJ / Calamos ETF Trust - Calamos Nasdaq-100 Structured Alt Protection ETF - June
MFC / Manulife Financial Corporation
QQQ / Invesco QQQ Trust, Series 1
VRT / Vertiv Holdings Co
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
FDT / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
CPRX / Catalyst Pharmaceuticals, Inc.
SPY / SPDR S&P 500 ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
BK / The Bank of New York Mellon Corporation
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
MBB / iShares Trust - iShares MBS ETF
AMT / American Tower Corporation
CRM / Salesforce, Inc.
CRWD / CrowdStrike Holdings, Inc.
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
CL / Colgate-Palmolive Company
CGXU / Capital Group International Focus Equity ETF
MS / Morgan Stanley
BLDR / Builders FirstSource, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
AMZN / Amazon.com, Inc.
THTX / Theratechnologies Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IDE / Voya Infrastructure, Industrials and Materials Fund
EFX / Equifax Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
ABBV / AbbVie Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BRK.B / Berkshire Hathaway Inc.
PLTR / Palantir Technologies Inc.
MRVL / Marvell Technology, Inc.
F / Ford Motor Company
JPM / JPMorgan Chase & Co.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
JNJ_KZ / Johnson & Johnson
HD / The Home Depot, Inc.
EPR / EPR Properties
O / Realty Income Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
UPS / United Parcel Service, Inc.
ABT / Abbott Laboratories
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ARCC / Ares Capital Corporation
TMUS / T-Mobile US, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
OKE / ONEOK, Inc.
VZ / Verizon Communications Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
ATEC / Alphatec Holdings, Inc.
MCK / McKesson Corporation
APD / Air Products and Chemicals, Inc.
TJX / The TJX Companies, Inc.
GE / General Electric Company
PNC / The PNC Financial Services Group, Inc.
WU / The Western Union Company
MORN / Morningstar, Inc.
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
ENB / Enbridge Inc.
AIG / American International Group, Inc.
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
WES / Western Midstream Partners, LP - Limited Partnership
IVV / iShares Trust - iShares Core S&P 500 ETF
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
SOXX / iShares Trust - iShares Semiconductor ETF
CTAS / Cintas Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
RF / Regions Financial Corporation
HQH / Abrdn Healthcare Investors
REGN / Regeneron Pharmaceuticals, Inc.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
GOOG / Alphabet Inc.
IDXX / IDEXX Laboratories, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IYW / iShares Trust - iShares U.S. Technology ETF
MUB / iShares Trust - iShares National Muni Bond ETF
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
SPGI / S&P Global Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
SO / The Southern Company
GLW / Corning Incorporated
DLR / Digital Realty Trust, Inc.
SBUX / Starbucks Corporation
CSCO / Cisco Systems, Inc.
FNF / Fidelity National Financial, Inc.
PIZ / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Developed Markets Momentum ETF
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
BXSL / Blackstone Secured Lending Fund
JUCY / ETF Series Solutions - Aptus Enhanced Yield ETF
IBD / Northern Lights Fund Trust IV - Inspire Corporate Bond ETF
BRO / Brown & Brown, Inc.
AMGN / Amgen Inc.
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PFE / Pfizer Inc.
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
MAR / Marriott International, Inc.
TD / The Toronto-Dominion Bank
TXN / Texas Instruments Incorporated
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
TGT / Target Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
CINF / Cincinnati Financial Corporation
COST / Costco Wholesale Corporation
LLY / Eli Lilly and Company
MRK / Merck & Co., Inc.
EWI / iShares, Inc. - iShares MSCI Italy ETF
DE / Deere & Company
MET / MetLife, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
PDI / PIMCO Dynamic Income Fund
GEV / GE Vernova Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
IPG / The Interpublic Group of Companies, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
DELL / Dell Technologies Inc.
INTU / Intuit Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
BSX / Boston Scientific Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
CCI / Crown Castle Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
ARKB / ARK 21Shares Bitcoin ETF
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
LIN / Linde plc
AFL / Aflac Incorporated
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ORCL / Oracle Corporation
TFC / Truist Financial Corporation
PSLV / Sprott Physical Silver Trust
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
IRM / Iron Mountain Incorporated
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
MCO / Moody's Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
KO / The Coca-Cola Company
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
EWQ / iShares, Inc. - iShares MSCI France ETF
HUM / Humana Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IWV / iShares Trust - iShares Russell 3000 ETF
0HRJ / CSX Corporation
PH / Parker-Hannifin Corporation
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
JFR / Nuveen Floating Rate Income Fund
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
XEL / Xcel Energy Inc.
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
LMT / Lockheed Martin Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
BIT / BlackRock Multi-Sector Income Trust
WMB / The Williams Companies, Inc.
KLAC / KLA Corporation
XOM / Exxon Mobil Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
MLN / VanEck ETF Trust - VanEck Long Muni ETF